Dr. Hausner research is centred around well-being for wealthy families, and she defined a Legacy Family as one in its 4th/5th Generation. Legacy Families have four common characteristics:

– Capacity to add value to our society;
– Competency, with the necessary skills and education;
– Connection to their ancestors, and descendants;
– Compassion, being generous of their time, talent and treasure.

The typical Legacy Family has four balanced “capital deposit accounts”: